GE Aerospace (NYSE:GE) Shares Down 1.3% – Here’s What Happened

Shares of GE Aerospace (NYSE:GE) fell 1.3% on Monday . The stock traded as low as $337.00 and last traded at $338.8760. 5,035,581 shares traded hands during mid-day trading, a decline of 13% from the average session volume of 5,804,493 shares. The stock had previously closed at $343.22.

Key GE Aerospace News

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large order that boosts OEM revenue, long‑term services and aftermarket exposure for GE Aerospace. UAL Orders 300 GEnx Engines From GE Aerospace to Power Boeing 787s
• Positive Sentiment: American Airlines made a long‑term commitment to CFM LEAP engines (a GE/CFM product), supporting production cadence and future aftermarket/service revenues. That helps extend GE’s commercial backlog and spare‑parts/service annuity potential. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Kratos and GE won a $12.4M U.S. Air Force contract to design a next‑gen engine (GEK1500) for expendable combat collaborative aircraft — a defense win that adds to government program exposure and potential follow‑on work. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Morgan Stanley initiated coverage on GE Aerospace with an Overweight rating and a $425 price target, highlighting standalone cash flow potential and recent program wins — analyst support can lift sentiment and attract buying. Morgan Stanley Initiates Coverage on GE Aerospace (GE) with Overweight Rating
• Neutral Sentiment: Market commentary ties GE (and sister unit GE Vernova) to AI infrastructure themes — power generation and grid equipment are called out as critical to data center expansion, a potential multi‑year tailwind for parts of the GE franchise (less direct for Aerospace but supportive at the group level). These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Industry reports note GE as a key player in the global power transformer and grid equipment market — relevant to GE Vernova revenue mix and investor narratives around infrastructure exposure, but only indirectly affecting GE Aerospace fundamentals. Power Transformer Market Competitive Analysis Report 2025

Analyst Ratings Changes

Several brokerages recently commented on GE. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Morgan Stanley started coverage on GE Aerospace in a report on Friday. They set an “overweight” rating and a $425.00 price target for the company. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $329.29.

GE Aerospace Price Performance

The stock has a market cap of $355.42 billion, a P/E ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The business has a 50 day simple moving average of $313.63 and a 200-day simple moving average of $299.42.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm earned $1.32 EPS. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last three months. 0.21% of the stock is currently owned by insiders.

Institutional Trading of GE Aerospace

A number of hedge funds and other institutional investors have recently bought and sold shares of GE. Bare Financial Services Inc lifted its position in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the last quarter. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the third quarter worth approximately $25,000. Blueline Advisors LLC bought a new stake in shares of GE Aerospace in the 4th quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter valued at $26,000. Finally, Lavaca Capital LLC boosted its stake in shares of GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.